AVP, Advisory Consulting

LPL Financial•Charlotte, NC

About The Position

The TAMP Consultant operates within a consultative, team-based environment that is focused on adding value to financial advisors and their clients. As part of LPL Financial, the largest independent broker dealer in the U.S., you will make significant contributions to the firm and its clients. You will help advisors serve their clients by better leveraging the advisory products and platforms available at LPL Financial. You will serve as a critical partner for advisors, helping them grow their business while effectively and efficiently meeting the needs of their clients.

Requirements

5+ years of experience in the Financial Services industry preferably as a wholesaler, advisor, or recruiter
FINRA Series 7 and 66 (or both 63 and 65)
Financial Services experience
Communication skills including virtual and live presentation skills
Demonstrated sales success

Nice To Haves

CFP, CFA, CIMA, or CWS

Responsibilities

Drive greater adoption of LPL’s Advisory platforms by coaching to the benefits of LPL’s platform versus that of TAMP competitors
Partner directly with various LPL Client Success Managers (CSM) on aiding in setting up and executing a strategic business plan to capture TAMP assets
Assist in the mapping over of assets from TAMPs to LPL’s platform
Partner with product sponsors to aid proposal generation and case consultations
Conduct 16-20 meetings per week